See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,345 | $214,378-61.1% | $200,582-58.4% | $142,382-41.5% |
| Participation rate | 42.9% | 87.4%-44.6pp | 86.9%-44.0pp | 80.1%-37.3pp |
| Annual return | 8.41% | 46.41%-38.0pp | 42.33%-33.9pp | 217.08%-208.7pp |
| Employer contribution / active EE | $1,848 | $6,841-73.0% | $6,419-71.2% | $4,299-57.0% |
| Participant deferral / active EE | $3,243 | $9,865-67.1% | $9,331-65.2% | $6,507-50.2% |
| Admin fee / account holder | $764 | $17,692-95.7% | $16,305-95.3% | $12,624-93.9% |